Katherine Haley Grzeszczak
Investment adviser representative at Stephens
10 yearsExperience
2 statesRegistered in
$18BFirm assets
46 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Stephens Inc.Mar 2026 to now
- BaringsJul 2024 to Mar 2026
- BaringsJun 2023 to Aug 2023
- AdventhealthAug 2022 to Aug 2022
- Alter'd StateFeb 2022 to May 2022
- Genesis Health ClubsMay 2021 to Aug 2021
- Francesco's Ristorante & PizzeriaNov 2020 to Jan 2021
- Furman UniversityAug 2020 to May 2024
- Orlando Tampa Volleyball AcademyNov 2019 to Mar 2020
- Bishop Moore Catholic HighschoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8242514
- Firm CRD
- 3496